Besides being a Certified Financial Planner, EA, and MBA, I teach as an Adjunct Professor of Finance and Investments at CGU. I have over 20 years of hands-on experience in asset management, income tax preparation, and financial planning to benefit our clients.
You can find me quoted in national publications that include YahooFinance!, GoBanking Rates, Nasdaq, and US News and World Report.
My typical client holds traditional marketable securities in the stock and bond markets, cash holdings, annuities, and physical real estate. These assets can be found in 401k’s, 403b’s, IRA’s, Solok’s, brokerage accounts, and Trusts. I can read a 1040 tax return, as I have prepared thousands, to optimize a financial plan. I’m not looking to replace your CPA, EA, or Attorney, rather, partner with them as we speak their language!
